+151.7%
GOOGL vs RACE
+36.9%
+114.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.7% |
| 7D | -2.3% | -2.5% | +0.2% | -1.7% |
| 30D | -6.6% | +0.8% | -7.3% | -6.8% |
| 3M | -8.9% | +17.2% | -26.1% | -12.4% |
| 6M | +11.9% | +13.6% | -1.7% | +8.0% |
| YTD | +8.3% | +12.2% | -3.9% | +4.7% |
| 1Y | +46.2% | -16.3% | +62.5% | +51.0% |
| All | +151.7% | +36.9% | +114.8% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling